Achmea Investment Management’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,753
| Closed | -$791K | – | 508 |
|
|
2023
Q2 | $791K | Buy |
8,753
+756
| +9% | +$68.3K | 0.02% | 451 |
|
|
2023
Q1 | $712K | Sell |
7,997
-39,725
| -83% | -$3.54M | 0.02% | 424 |
|
|
2022
Q4 | $4.05M | Sell |
47,722
-32,514
| -41% | -$2.76M | 0.14% | 188 |
|
|
2022
Q3 | $7.07M | Sell |
80,236
-19,541
| -20% | -$1.72M | 0.25% | 100 |
|
|
2022
Q2 | $9.57M | Sell |
99,777
-26,074
| -21% | -$2.5M | 0.31% | 73 |
|
|
2022
Q1 | $14.8M | Buy |
125,851
+6,774
| +6% | +$798K | 0.39% | 53 |
|
|
2021
Q4 | $12.8M | Buy |
+119,077
| New | +$12.8M | 0.61% | 31 |
|